Quote to Cash Analyst

The Quote to Cash Analyst is responsible for managing the various areas of the quote-to-order workflow, from CRM, CPQ, order management, to licensing and entitlement tools, data administration in the tools, providing user and tool support, responding to internal and external customer inquiries related to the processes, transactions, and data in the quote-to-order workflow.

 What you will be doing:

• Serve as the primary point of contact for internal billing support by responding to and resolving billing-related tickets within established service level agreements.
• Research and resolve complex billing discrepancies by analyzing customer accounts, invoices, contracts, payment history, and supporting documentation.
• Process billing adjustments including credits, rebills, invoice corrections, and other account maintenance activities while ensuring compliance with company policies.
• Perform customer account reconciliations to identify discrepancies, validate balances, and ensure billing accuracy.
• Partner with Collections, Customer Success, Sales, Order Management, Finance, and other cross-functional teams to resolve customer account issues efficiently.
• Maintain accurate documentation of research, resolutions, and billing transactions within ticketing and billing systems.
• Identify recurring billing issues and recommend process improvements that enhance operational efficiency and customer satisfaction.
• Support month-end close activities and other operational initiatives by ensuring billing tasks are completed accurately and on time.

 

What you will likely bring:

• Strong analytical and problem-solving skills with the ability to research, interpret, and resolve complex account issues.
• Excellent customer service and communication skills with the ability to manage internal stakeholders professionally and effectively.
• Solid organizational and time management skills
• Ability to deliver quality results while under time constraints
• Ample knowledge of the quote-to-cash process
• Experience working with CRM and ticketing platforms; Salesforce (SFDC) and ServiceNow experience preferred.
• Working knowledge of billing operations, invoicing, account reconciliations, credits, rebills, and customer account management
• 3+ years of applicable experience and demonstrated success/knowledge
• Bachelor’s degree in Business, Finance, Accounting, or related fields (or equivalent experience)
• Preferred experience with Salesforce CPQ, Salesforce Billing, ServiceNow, and Enterprise ERP or billing systems.
• Proficiency with Microsoft Excel, including data analysis, reconciliations, and reporting

 

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Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Recruiter:

Elizabeth Garcia